Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$185K Buy
2023
Q4
$80.3K Buy
2022
Q4
Sell
2022
Q3
$10K Buy
2021
Q3
Sell
2021
Q2
$10K Sell
2021
Q1
$9K Hold
2020
Q4
$7K Buy
2020
Q3
$1K Buy